The Family Office Guy’s Video Presentations
Demographics of CPA are Changing
August 3, 2026
Public Speaker and accounting professional, Richard Muscio explains how the demographics of the accounting industry allows the firms to fulfill the roles needed to the business model of the future.
Continue reading →The Seasonality of the Tax Business
August 3, 2026
Keynote speaker and CPA, Richard Muscio, relates how the seasonality of the accounting business impairs the ability of CPA firms to become an essential advisor of their top clients.
Continue reading →Technology Leads CPA Entrepreneurs into the Future
August 3, 2026
Richard Muscio, Event Speaker and CPA, discusses the importance of technology allowing timely communication with all clients, especially the A-list clients.
Continue reading →Accounting Offices Going Paperless
August 3, 2026
The technology leaders of Certified Public Accounting offices went paperless methods because they listened to their high-end clients stating that they needed to be able to things with digital documents. Richard Muscio, elaborates on how this adds benefits to any CPA firm.
Continue reading →Approaching Leadership and Projects with Innovation
August 3, 2026
CPA entrepreneur and public speaker, Richard Muscio, shares how innovation plays a large role in ensuring that an accounting office will restructure itself into a CPA Firm of the Future. Accountants need to offer far more services than simply tax preparation and financial statements.
Continue reading →The Benefit of Value Pricing for CPAs
August 3, 2026
Richard Muscio, the Family Office Guy, sits down to speak about why billing by the hour is an outdated practice in the CPA field. Value pricing, a set amount that is agreed upon for each project, not only allows the client to feel they are receiving a better deal, but also creates the need for the CPA and client to interact face to face while agreeing on a price.
Continue reading →Cultural Dynamics of the CPA Offices of the Future
August 3, 2026
April 22, 2014
Building a work environment that promotes community through departments sharing workloads rather than hoarding the best clients. Collaborating with other professionals whose specialties compliment and aid a CPA in making fiscal projects. Giving back to the community in which the firm is based. These are just some of the things that will help define the CPA Firm of the Future.
Continue reading →Servant Leadership Guiding Accounting Firms Into the Future
August 3, 2026
10 Steps to a Ground-Breaking CPA Firm Culture
1. Servant Leadership Mentality
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2. Innovative
3. Collaborative vs Competitive
4. Departments Share work Loads vs Hoard best Clients
5. Value Based Pricing vs Hourly
6. Client Centric
7. Many Face to Face meetings with clients
8. More transparency
9. customer service 24 hrs a day
10.community basedBest Branding Yourself as a CPA: Its Not Always CPA Centric
August 3, 2026
Marketing should not be approached in the same manner that accountants would prepare a financial statement. Bring in new clients brings in more variables, however, better serving the top clients of the firm not strengthens revenue for the firm by lasting consumer relationships.
Continue reading →Marketing to Best Clients Not New Clients
August 3, 2026
Become the most trusted advisors not just analysts of past financial dynamics, should be the drive force behind any CPA’s marketing plan. Also, marketing more to best clients than possible new clients is a way to become the firm of the future.
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